IFWM
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Institute for Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Institute for Wealth Management’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105K Buy
+735
New +$101K 0.01% 671
2025
Q4 		– Sell
-28,445
Closed -$3.58M – 554
2025
Q3 		$3.58M Sell
28,445
-191
-0.7% -$23.1K 0.37% 53
2025
Q2 		$3.33M Sell
28,636
-590
-2% -$62.8K 0.37% 50
2025
Q1 		$2.99M Sell
29,226
-806
-3% -$87.9K 0.38% 51
2024
Q4 		$3.31M Buy
30,032
+1,795
+6% +$201K 0.41% 46
2024
Q3 		$3.07M Buy
28,237
+1,594
+6% +$167K 0.39% 49
2024
Q2 		$2.77M Buy
26,643
+1,028
+4% +$103K 0.37% 53
2024
Q1 		$2.58M Buy
25,615
+380
+2% +$36.3K 0.33% 57
2023
Q4 		$2.3M Sell
25,235
-104
-0.4% -$8.82K 0.37% 58
2023
Q3 		$2.06M Buy
25,339
+2,386
+10% +$202K 0.37% 62
2023
Q2 		$1.93M Buy
22,953
+667
+3% +$53K 0.33% 76
2023
Q1 		$1.74M Buy
22,286
+238
+1% +$18K 0.33% 74
2022
Q4 		$1.58M Sell
22,048
-2,065
-9% -$148K 0.33% 77
2022
Q3 		$1.61M Buy
24,113
+1,101
+5% +$82.6K 0.36% 73
2022
Q2 		$1.66M Buy
23,012
+64
+0.3% +$4.99K 0.33% 78
2022
Q1 		$1.99M Buy
22,948
+362
+2% +$31K 0.32% 75
2021
Q4 		$2.1M Buy
22,586
+2,563
+13% +$231K 0.34% 71
2021
Q3 		$1.67M Buy
20,023
+1,718
+9% +$147K 0.29% 85
2021
Q2 		$1.52M Buy
18,305
+616
+3% +$49.6K 0.27% 94
2021
Q1 		$1.35M Buy
17,689
+619
+4% +$45.8K 0.26% 101
2020
Q4 		$1.22M Buy
17,070
+4,724
+38% +$320K 0.24% 103
2020
Q3 		$790K Buy
12,346
+7,350
+147% +$464K 0.18% 145
2020
Q2 		$295K Buy
+4,996
New +$278K 0.07% 325
2020
Q1 		– Sell
-482
Closed -$29K – 440
2019
Q4 		$29K Buy
+482
New +$27.7K 0.01% 542
2014
Q4 		– Sell
-508
Closed -$19K – 28
2014
Q3 		$19K Buy
+508
New +$18.8K 0.02% 44

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Institute for Wealth Management's DSI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 735 shares worth $105K. The stake represents 0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DSI as recently as Q3 2025.

Institute for Wealth Management first reported a position in DSI in Q3 2014 and has held it in 25 quarters since. The position peaked at $3.58M in Q3 2025. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Institute for Wealth Management held 735 shares of iShares MSCI KLD 400 Social ETF worth $105K as of Q2 2026.
  • iShares MSCI KLD 400 Social ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #671 holding.
  • Institute for Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2014 and has held it in 25 quarters since.
  • Institute for Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $3.58M in Q3 2025.
  • 636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.